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David W. McKay
David W. McKay
Financial Advisor
Financial Planning Associate
Guided Portfolio Manager
4055 Dowlen Road
Beaumont, TX 77706
tel: 409-899-8009
toll free: 800-256-0006
fax: 409-899-5342
Email Me
Welcome Associations Education Services Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Associations
  • International Transportation Management Association
Education and Licensing
  • Guided Portfolio Manager Certification
  • Series 7 - General Securities Representative
  • Series 66 - Combined Investment Advisory Agent & Uniform State Exam
  • Texas General Lines Insurance License
  • D. Min. - Church Administration
    United Theological Seminary
    Dayton, OH
  • M. Div.
    Saint Paul School of Theology
    Kansas City, MO
  • BA - Political Science
    Stephen F. Austin State University
    Nacogdoches, TX
Services
  • 401k Rollovers
  • Asset Management
  • Business Planning
  • Corporate Retirement Plans
  • Education Planning
  • Estate Planning
  • Exchange Traded Funds
  • Financial Planning
  • Municipal Bonds
  • Philanthropic Services
  • Retirement Planning
  • Wealth Management
Business Experience
  • 2007 - Present: Morgan Stanley Smith Barney*
    Financial Advisor
    Financial Planning Associate
    Beaumont, TX
  • 1987 - 2007: United Methodist Church
    Minister and Business Administrator
David W. McKay is licensed in the following state(s): AR, FL, LA, MO, NH, OH, PA, SC, TN, TX
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
FEATURED REPORTS

Choosing a Retirement Plan for Your Business (pdf)
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